Planning matters

Looking for College Tuition Savings?

Autumn is the time of year when we think about the need to start raking leaves, watching baseball playoffs, and getting kids back in the school routine. If you’re the parent of a college-bound high school senior, you should also be thinking about sitting down to complete the Free Application for Federal Student Aid, the…

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Oregon PERS Legislative Changes

During the 2019 legislative session, the Oregon Legislature and Governor passed Senate Bill 1049. The impacts of this bill don’t take effect until January 2020 at the earliest with some changes beginning July 2020. Active Oregon PERS members are impacted more than inactive members by the legislation, but it’s important for all members to understand…

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How to Raise Financially Responsible Children

Growing up I wasn’t taught how to handle the household finances, let alone money in general. When I started earning an income, I didn’t know what to do with it. When raising a child you want nothing more than to set them up in life. You want them to be resilient and successful. Below we…

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Hybrid or Traditional? Your Perfect Long Term Care Product

Long term care is something most of us will need as we grow older. We might develop chronic diseases, mobility issues, Alzheimer’s or other conditions that prevent us from fully caring for ourselves. Studies show 52% of adults reaching age 65 today will require long-term assistance with daily activities such as eating, dressing, and bathing…

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Let’s Talk About Hospice

Difficult conversations are easy to put off, especially when it is about healthcare of a loved one. But if you’re dealing with an ailing loved one, a conversation to have sooner rather than later is about hospice and the important role it plays during the end-of-life period.  Hospice is a type of end-of-life care where…

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